You have meaningful goals. Our professionals can help you reach them. For more than 20 years, we have worked with individuals, businesses and institutions—to deliver services and solutions that help build, preserve and manage wealth.
In our ever changing market environment individuals often need qualified guidance for their investments. CFAL provides a comprehensive array of investment products and services to domestic and international investors. Our combination of competitive fees and outstanding professional service sets us apart from other brokerage firms. CFAL offers full broker/dealer services and can assist in the purchase, trading insight and sale of individual securities. Our standard custodial Brokerage Services puts our individual and institutional clients at the center of managing their investments and facilitates specific investing and trading instructions with the unique expertise of CFAL as their guide. We know that every individual and every organization has different needs, so we work closely with our clients to develop customized solutions that draw on our expertise. Our Advisory Option allows us to monitor your portfolio performance and provide customized and professional analysis and solutions for your investments in real estate, securities, commodities, utilities and other related investments.
No paperwork. Just give us your instructions and we can place the trade for your account.
Our analysts follow the market and constantly track company values as well as economic data to assist in making your investment choices
Weekly Market Update, Quarterly Newsletter, Company Valuations and Recommendations.
Monthly cash balances, including dividends, interest and proceeds from sales can be automatically invested into a money market mutual fund earning an attractive, competitive returns.
A dedicated primary relationship officer who is fully responsible for your services and satisfaction – and evaluated accordingly.
Easy-going, enjoyable relationships, reflected in our proven professionals and unrivaled client loyalty.